Workbench · Enterprise Diagnostic

Enterprise CAC & Cash Calendar Diagnostic

Generate an executive PDF report with multi-cohort sensitivity analysis, 24-month cash recovery trajectories, counterfactual attribution decomposition, and academic unit economic citations.

Step 1

Enterprise Cohort & Boundary Model

Declare the boundary and enter your in-depth go-to-market capacity, contract economics, and retention parameters.

1. Strategic Boundary & Funnel Velocity Customer event (Denominator) What specific state transition qualifies an acquired customer? Acquisition window Which accounting period bounds this cohort's sales expenditure? Cost boundary definition (Numerator) Which organizational cost centers are allocated to the acquisition numerator?

New accounts acquired (N) Total acquired accounts in cohort. Average sales cycle (months) Working capital lag from initial touch to deal close.

2. Go-To-Market Capacity & Sales Labor

SDR / Outbound capacity spend Allocated SDR salaries, tooling and prospecting incentives. AE salaries & commissions Allocated Account Executive base salaries and closed-won commissions.

Solution engineering & pre-sales tech Technical architecture, security reviews & demo support. Paid media, data & intent tooling Ad spend, ZoomInfo, 6sense, CRM seats & intent subscriptions.

Onboarding & CS cost per account Variable implementation, data migration & kickoff hours. Custom POC / demo compute per deal Pre-sales sandbox hosting and dedicated pilot support.

3. Counterfactual Baseline & Organic Attribution

Counterfactual organic accounts (N_0) Accounts expected to convert via brand/referral without spend. Non-discretionary baseline spend Ongoing fixed domain, baseline PR and brand overheads.

4. Contract Economics, Billing & Deal Desk

Average Contract Value (ACV / ARR) Annual recurring contract revenue per acquired account. Gross margin percentage (%) Gross profit % after hosting, cloud COGS & support.

Upfront annual cash collection (%) Share of contracts billed and collected 100% upfront annually. Average deal desk discount (%) Discount concession percentage granted from list price.

5. Retention, Net Expansion & LTV Horizon

Annual Gross Revenue Retention (%) Contract renewal rate before expansion (100% - gross churn). Annual Net Expansion rate (%) Seat expansion & tier upsells (yielding 110% NRR).

Valuation horizon (years) Horizon over which cumulative gross margin is modeled.

Step 2

Institutional Verification & Delivery

Institutional email verification is required for executive diagnostic reports.

First name *

Surname *

Institutional email * Corporate or academic domain required (no freemail accounts).

Organisation / Company *

PDF Report Artifact Specification

Executive Diagnostic Briefing: Vector PDF formatted in Newsreader and Source Sans 3 TrueType fonts.
24-Month Payback Trajectory: Monthly cash recovery calendar with break-even markers.
Multi-Cohort Sensitivity Matrix: Margin variations (±20%) and liquidity vulnerability models.
Counterfactual Decomposition: Organic displacement quantification.
Academic Citations: Grounded in Gupta et al. (2004) and Rust et al. (2004).

Data Protection & Hygiene: We operate strict 24-hour expiring download tokens. Once verified via double opt-in, you receive immediate access to the report and a delivery confirmation email. No unverified records are retained.